Stephen Roesner is a financial advisor at Cetera with 27 years of industry experience. He holds a Series 63 designation and has worked with Cetera and affiliated firms since 2011. Outside of his advisory role, he serves as a trustee for trusts assigned to Profinium, where he manages administrative responsibilities without involvement in investment decisions. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base including individuals, retirement plans, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, supporting both discretionary and non-discretionary strategies.

Erik Eide is a financial advisor with Wells Fargo Advisors, holding a Series 66 credential and 19 years of industry experience. He previously worked at Ameriprise and Ameriprise Financial Services, Inc. Outside of his advisory role, he owns and manages a business unrelated to investment activities. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutions, offering a broad range of planning options that include cash-flow, retirement, and specialized services such as business-owner transition and special-needs analysis.

Samuel Gore is a financial advisor at Edward Jones in Belle Plaine, MN, holding CFP® and Series 66 credentials with seven years of industry experience. Prior to joining Edward Jones in 2019, he worked at Ziegler Cat for five years. Outside of his advisory role, he serves as a captain for the Cleveland Volunteer Fire Department and is a board member of the Greater German Jefferson Lake Association, a nonprofit focused on water quality improvement. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with a comprehensive range of advisory programs and affiliated investment products. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Patrick Sell is a financial advisor with Ameriprise in Eden Prairie, MN, holding a Series 66 designation and 24 years of industry experience. He has worked at Ameriprise since 2017 and previously at DWS Investments Distributors, Inc. Sell is also the owner of PLGPM, a business managing his Ameriprise practice. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations through a centralized consulting team.

Brock Deering is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. His prior work includes positions at CHS, Inc., General Mills, Ecolab, and the University of St. Thomas. Outside of his advisory role, he is a part owner of rental properties in Richville, MN, and Sarasota, FL. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment advisory programs and services, supported by a large nationwide network of financial advisors and branch offices.

Brian Stern is a financial advisor at OSAIC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at OSAIC since 2018, following a two-year tenure at Signator Investors, Inc. He also operates several financial and insurance businesses, including Advanced Financial Consultants and Brian Stern Inc. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers and multiple platforms, offering brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary account management across a diversified set of investment vehicles.

Christian Nelson is a financial advisor at LPL Financial with 33 years of industry experience. He has worked at LPL Financial since 1999 and has also been affiliated with Old National Bank since 1996. Nelson holds the Series 63 designation. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and technology-driven strategies.

David Madetzke is a financial advisor with OSAIC, holding a Series 66 designation and 19 years of industry experience. His prior roles include nearly a decade at Focus Financial and positions at Securities America Advisors before joining OSAIC. Outside of his advisory work, he volunteers as a girls hockey coach and serves as a trustee of a family irrevocable trust. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services with access to multiple investment platforms and third-party money managers.

James Casey is a CFP® and ChFC® with 34 years of industry experience. He is currently with Cetera and has previously worked at North American Wealth Advisors and VOYA Financial Advisors. Casey also operates as an independent insurance agent offering fixed insurance products. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts, providing various portfolio management and financial planning services through a nationwide network of independent advisors.

Joy Henry is a financial advisor with Ameriprise in Eden Prairie, MN, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. She has been with Ameriprise and its affiliates since 2006. Henry is also a registered team member at May, Inc., where she manages an advisory business. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. The firm’s approach includes written Recommendation Reports and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

David Rehmann is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. He previously worked for The Bernard Group from 2008 to 2022 before joining Edward Jones. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies, operating under a fiduciary standard.

Edward Warn is a financial advisor with Cetera, holding Series 63 and Series 65 designations and 24 years of industry experience. He has worked with several firms including Cetera Wealth Services, Vestcore Financial Group, and HD Vest Advisory Services. Warn is also principal of WARN Financial Group Ltd, a CPA tax and business consulting firm providing tax planning and business consulting services. Cetera Investment Advisers LLC operates as a multi-manager platform serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management, financial planning, and consulting services, with access to both affiliated and third-party investment managers.

Jamie Pederson is a financial advisor with Edward Jones in Waconia, MN, holding a Series 63 designation and 22 years of industry experience. He has been with Edward Jones since 2003. Outside of his advisory role, Pederson serves as a part-time Athletic Director at Trinity Lutheran School, where he designs and schedules athletic and school activities. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Kevin Huss is a financial advisor at Cetera with 28 years of industry experience. He holds Series 63 and Series 65 designations and has been affiliated with Cetera and its related entities since 2013. He is also president of Huss Investment Services, a financial services firm he has led since 2004. Cetera Investment Advisers LLC serves a diverse client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to various investment strategies and third-party managers.

Abigail Kes is a financial advisor with Edward Jones in Shakopee, MN, holding a Series 66 designation and beginning her financial advisory career in 2025. Prior to joining Edward Jones, she worked at the Metropolitan Airports Commission for six years and at Nemer Fieger for five years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a wide range of advisory programs and investment strategies through a nationwide network of financial advisors.

Shannon Brusseau is a financial advisor at OSAIC with 27 years of industry experience. He previously worked for Securities America Inc. and Securities America Advisors for 10 years. Outside of his advisory work, Brusseau serves on the New Prague Rotary Club board of directors and is involved in local community fundraising efforts, including support for the New Prague Arts Council’s Outdoor Performance Facility project. He is also president of Brusseau Logistics, which operates a seasonal cold storage facility, and owns Brusseau Farms, where he manages hay production. OSAIC serves a diverse client base, including individual, high-net-worth, institutional, and charitable investors, providing integrated brokerage and advisory services through a large network of affiliated advisers and platforms. The firm employs asset-allocation tools and offers access to multiple investment vehicles, supporting both discretionary and non-discretionary portfolio management.

Jason Callin is a Branch Leader at Fidelity Investments, where he develops and leads a team of associates focused on helping clients create holistic financial plans tailored to their individual and family goals. He emphasizes co-creating solid and understandable plans to enable clients to enjoy a clear and confident retirement. Jason has been with Fidelity Investments since 2013, progressing through roles including Relationship Manager, Retirement Planner, and Workplace Financial Consultant before assuming his current leadership position in 2026. His experience spans various aspects of financial planning and client relationship management within the organization.

Julie Meyer is a financial advisor with Ameriprise in New Prague, MN, holding a Series 66 designation and 23 years of industry experience. She has been with Ameriprise and its affiliated entities since 2011. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Joseph Faulkner is a financial advisor with Ameriprise in Mound, MN, holding Series 63 and Series 66 licenses and having 18 years of industry experience. He has been with Ameriprise and its affiliated entities since 2008. Ameriprise provides a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, written Recommendation Reports through a centralized consulting team.

Kevin Sevlie is a CFP® professional with 18 years of experience in financial advisory services, currently with Ameriprise Financial Services. His prior experience includes roles at Northwestern Mutual and Monica Eckberg. Outside of his advisory work, he owns and manages a hobby farm called Golden Pond Acres. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, with a specialized Premier Retirement Income service focusing on retirement income planning through written recommendation reports and ongoing advice.